Simple, Transparent Pricing
Choose the financial planning approach that works for your situation. All prices include GST and come with our commitment to practical, actionable guidance.
Individual results may vary based on personal circumstances, market conditions, and implementation of suggested strategies.
Past performance does not guarantee future results.
Starter Consultation
Perfect for those beginning their financial planning journey or needing occasional guidance on specific financial questions.
per month
- Monthly consultation session
- Basic financial review
- Email support
- Planning resources access
Complete Planning
Our flagship service providing comprehensive financial guidance with regular support and detailed analytical reviews for serious planners.
per month
- In-depth monthly consultations
- Comprehensive financial analysis
- Priority email and phone support
- Custom planning documents
- Market updates and insights
Premium Advisory
Maximum support for complex financial situations, business owners, or those requiring frequent consultation and advanced planning strategies.
per month
- Bi-weekly consultation availability
- Advanced analytical reviews
- Direct advisor phone access
- Detailed planning reports
- Business planning integration
- Tax planning coordination
Pricing Details and Terms
- All prices include GST (Goods and Services Tax) as required by Australian law.
- Payment processing fees may apply depending on your chosen payment method.
- Subscriptions are billed monthly in advance. You can cancel with 30 days notice.
Licensed by ASIC AFS 847329
No interest charges apply to our subscription services. Representative APR: 0%.
Pricing Questions
Can I change my plan after signing up?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
Are there any setup fees or hidden costs?
No setup fees or hidden charges. The monthly subscription price covers all consultation services and support included in your chosen plan.
What happens if I need to pause my subscription?
You can pause your subscription for up to three months in a 12-month period. This is useful for travel or temporary financial constraints.
Questions About Pricing?
Not sure which plan suits your needs? Get in touch and we'll help you choose the right level of support for your financial planning goals.
Contact Us